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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-10-16
NC RA APPROVED 2023-12-05
  • SC RA
    APPROVED
    Since 2024-10-16
  • NC RA
    APPROVED
    Since 2023-12-05

Branch Locations

1928 Weddington Rd Suite D, Weddington, NC 28104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Joe Pomykacz Insurance Agency Matthews NC 06/2023 05/2024
Jason Thompson Insurance Agency Gainesville FL 01/2021 05/2023
Bank Of America Gainesville FL 09/2016 12/2020
State Farm Vp Management Corp Matthews NC 07/2023 05/2024
Naylor Association Solutions Llc Gainesville FL 07/2016 09/2016
State Farm Investment Management Corp Matthews NC 12/2023 05/2024
State Farm Investment Management Corp Indian Trail NC 05/2024 10/2024
State Farm Vp Management Corp Indian Trail NC 05/2024 10/2024
State Farm Insurance Indian Trail NC 05/2024 10/2024
State Farm Investment Management Corp Weddington NC 10/2024 Present
State Farm Vp Management Corp Weddington NC 10/2024 Present
Dalton Cunningham Insurance Agency Weddington NC 10/2024 Present
  • 06/2023 → 05/2024
    Joe Pomykacz Insurance Agency
    Matthews, NC
  • 01/2021 → 05/2023
    Jason Thompson Insurance Agency
    Gainesville, FL
  • 09/2016 → 12/2020
    Bank Of America
    Gainesville, FL
  • 07/2023 → 05/2024
    State Farm Vp Management Corp
    Matthews, NC
  • 07/2016 → 09/2016
    Naylor Association Solutions Llc
    Gainesville, FL
  • 12/2023 → 05/2024
    Matthews, NC
  • 05/2024 → 10/2024
    Indian Trail, NC
  • 05/2024 → 10/2024
    State Farm Vp Management Corp
    Indian Trail, NC
  • 05/2024 → 10/2024
    State Farm Insurance
    Indian Trail, NC
  • 10/2024 → Present
    Weddington, NC
  • 10/2024 → Present
    State Farm Vp Management Corp
    Weddington, NC
  • 10/2024 → Present
    Dalton Cunningham Insurance Agency
    Weddington, NC
Other Businesses

1) Katelyn Jerles & Dalton Cunningham - Property #1 (individually held real estate); Investment-related; 4450 SW 20th Lane Gainesville, FL 32607; Investment or Commercial Property; Owner; none; 4/1/2024; 1; 0; Duties - none. 2) Dalton Cunningham's Insurance Agency; Investment-related; 1928 Weddington Rd Suite D Weddington NC 28104; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2024; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-01-28
S65 Uniform Investment Adviser Law Examination 2022-12-30
  • S63 Uniform Securities Agent State Law Examination
    2023-01-28
  • S65 Uniform Investment Adviser Law Examination
    2022-12-30

View on SEC IAPD

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